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The HC Commodities Podcast

Brought to you by, Paul Chapman, HC Group

https://skillpiper.com/share/1512721188

The HC Commodities Podcast

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tackle topical and people related issues with the leaders and leading minds in our sector. Visit www.hcgroup.global more information on us and...

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Recent Episodes of The HC Commodities Podcast


The Unstoppable, Exponential Energy Transition with Kingsmill Bond

The Unstoppable, Exponential Energy Transition with Kingsmill Bond

In this episode, our guest argues that not only is the energy transition happening, it’s happening faster and more profoundly that you can imagine…and it’s being led by China. The ‘age of renewables’ will be very different than the ‘age of carbon’ and the same forecasting assumptions do not apply. The energy transition is being driven by technology, economics, geo-strategy and, of-course, necessity. And the data proves it. Our guest is Kingsmill Bond, Senior Principal at the Rocky Mountain Institute (RMI). Kingsmill’s latest analysis is available in the link in the show notes. https://rmi.org/wp-content/u...

Episode 204 11 June 2024 47m and 25s


Russian Sanctions with Sarah Hunt

Russian Sanctions with Sarah Hunt

In a deglobalizing and volatile world, sanctions can upend commodity markets overnight. Commodities underpin global trade and are often themselves direct targets of sanctions or swept up in restrictions imposed on trade infrastructure, such as finance and shipping. In this episode, we do a deep dive on the suite of Russian sanctions imposed since the invasion of Ukraine. How do sanctions work? How are they imposed and by whom? What are the specific Russia related sanctions and what are their consequences for the commodities sector? And how should companies prepare for and manage them? Our guest is Sarah Hunt...

Episode 203 4 June 2024 52m and 16s


The Japanese Power Market with Xavier Veillard

The Japanese Power Market with Xavier Veillard

In this episode, we are diving into the Japanese power market, which by virtue of its size, generation mix and recent liberalization, is fast becoming one of the most active power markets in the world, attracting a host of domestic and international energy merchants. What is the regulation that underpins the market? How does it function and who are the participants? Who is, and where do you get, the talent to build such a capability. Our guest is Xavier Veillard, Partner at Mckinsey, heading their global power and gas commodities offering.

 

Episode 202 28 May 2024 39m and 13s


Governmental Relations, Planning and Policy with Peter Stahley

Governmental Relations, Planning and Policy with Peter Stahley

Western Governments have enacted a slew of policies to support energy security and its transition to a greener future. These policies can radically shift the economic landscape for the commodity sector participants. However, the reality of implementing these policies, from the power lines needed to the mines for critical metals, requires navigating byzantine levels of planning and approval. What does this mean for the West’s ability to compete in the energy transition. What does this mean for commodity traders who have historically eschewed close governmental relations? Why does that need to change? Our guest is Peter Stahley, Senior VP...

Episode 201 21 May 2024 54m and 53s


Special: Enco Insights at 6 months with Bill Read

Special: Enco Insights at 6 months with Bill Read

To find our more about Enco Insights visit www.encoinsights.com

Episode 16 May 2024 18m and 16s


200 Episodes with Paul Chapman

200 Episodes with Paul Chapman

In this episode, to celebrate 200 episodes and a name change, our host Paul Chapman reflects on the podcast, its goals and development and the back catalogue. A body of work, still highly relevant, that has traced the trends, participants and individual commodities (some old and some new), through one of the most interesting periods in the sector’s long history.

Episode 200 14 May 2024 34m and 32s


Trade Finance in Uncertain Times with Kristofer Tremaine

Trade Finance in Uncertain Times with Kristofer Tremaine

Trade finance is the lifeblood of the commodity sector. Liquidity shrank throughout the last decade in the wake of regulatory changes. Now deglobalization and sanctions, environmental pressures and volatility threaten this key resource. How have the banks responded and what of alternative providers? What does this mean for commodity traders and the markets themselves? Kristofer is the founder of Kimura, an asset management business dedicated to the commodities sector, with a central focus on private credit trade finance.

Kimura host a stable of successful podcasts which you can visit here: https://www.kimuraperformance.com/category/podcasts/

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Episode 199 7 May 2024 41m and 18s


Dry Freight, FFAs and Technology with Mads Frank Markussen

Dry Freight, FFAs and Technology with Mads Frank Markussen

In this episode, we do a deep dive into the dry freight market and how bulk commodities are shipped around the world and by whom. As the commodities markets themselves become more efficient, freight markets are starting to represent one of the biggest sources of risk and opportunity available to traders and charterers. This, in turn, is driving convergence between the traditional separation between ship owners, charterers and the traders. What is the structure of the market for dry freight? How do participants use Freight Forward Agreements? What is the impact on talent? And how could coming technology disrupt...

Episode 198 30 April 2024 53m and 36s


The Future of Switzerland as a Commodities Trading Hub: Live Event

The Future of Switzerland as a Commodities Trading Hub: Live Event

links to SuisseNegoce commodities review: https://www.suissenegoce.ch/commodities/commodities-2024-en

Links to Allassohttps://www.allasso.com/home

Linkes to Artis Works https://www.artis.works/

Episode 197 23 April 2024 47m and 57s


The Carbon Markets with Ariel Perez

The Carbon Markets with Ariel Perez

In this episode, Ariel Perez, Head of Environmental Products at Hartree Partners, returns to update us on the state of the carbon markets over the last two years in a more inflationary and unstable world? Global commodity leaders are calling for a price for carbon – are we any closer? How have compliance markets fared in the energy crisis and Russia’s invasion of Ukraine? Have compliance markets expanded globally? How have voluntary markets fared? What were the key outcomes from COP28 and what does the EU’s Carbon Border Adjustment Mechanism mean for the world? Could this be the cataly...

Episode 196 16 April 2024 46m and 45s

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